Latest Articles
-
Pick Either American Airlines Stock Or Its Peer – Both May Offer Similar Returns
We believe that American Airlines stock (NASDAQ: AAL) and its peer Delta Air Lines stock (NYSE: DAL) will likely offer similar returns in the next three years. American Airlines is trading at 0.2x trailing revenues compared to 0.4x for Delt...
-
Is Coinbase Stock Still Worth A Look Following SEC Threats?
Cryptocurrency broker Coinbase stock (NASDAQ: COIN) has seen a big sell-off, declining by almost 17% over the last five trading days. The recent decline comes after the company disclosed that the U.S. Securities and Exchange Commission (SEC) had...
-
What’s Next For Nio Stock?
The sell-off in Chinese luxury electric vehicle maker Nio stock (NYSE:NIO) has continued over 2023, with the stock down by roughly 8% year-to-date. So what’s driving the continued sell-off in the stock? Nio’s results for Q4 2022 were ...
-
What’s Next For F5 Stock After A 40% Fall Since 2021?
After a 10% fall since early February this year, F5 Inc. stock (NASDAQ: FFIV) has some room for growth, in our view. F5 stock has declined from $157 in early February to $141 now. This marks an underperformance with the -5% return for the broa...
-
Wells Fargo Stock Is Trading Below Its Fair Value
Wells Fargo’s stock (NYSE: WFC) has lost approximately 12% YTD as compared to the 3% rise in the S&P500 index over the same period. Further, at its current price of $36 per share, the stock is trading 32% below its fair value of $53 – Tref...
-
This Aviation Company Appears To Be A Better Pick Over United Airlines Stock
We believe that Alaska Air stock (NYSE: ALK) is a better pick than its industry peer, United Airlines stock (NYSE: UAL), given its better prospects. Alaska Air is trading at 0.5x trailing revenues compared to 0.3x for United Airlines. Invest...
-
Does Tapestry’s Stock Have More Room For Growth?
Note: Tapestry’s FY’22 ended on July 2, 2022 . After a 42% growth over the last six months, at the current price of around $41 per share, we believe Tapestry (NYSE: TPR), a luxury goods retailer of handbags, shoes, and accessories u...
-
Is Kimberly-Clark Stock A Better Pick Over Its Industry Peer?
We believe that Kimberly-Clark stock (NYSE: KMB) is a better pick than its industry peer Procter & Gamble stock (NYSE: PG). Kimberly-Clark is trading at 2.1x trailing revenues compared to 4.2x for P&G. Investors have assigned a high...
-
What Led To A 25% Fall In CSX Stock Since 2021?
After a 9% fall, year-to-date, CSX stock (NYSE: CSX) has some room for growth, in our view. CSX stock has declined from $31 in early January to around $28 now. The YTD 9% fall for CSX marks an underperformance with the 3% returns for the broade...
-
Is Hartford Financial Stock Fairly Priced?
Hartford Financial’s stock (NYSE: HIG) has lost approximately 13% YTD as compared to the 3% rise in the S&P500 index over the same period. Further, at its current price of $66 per share, it has an upside potential of 32% to its fair value ...
-
Should You Buy Estee Lauder Stock After A 36% Decline Since 2021?
Despite a 4% fall year-to-date, at the current levels, Estee Lauder stock (NYSE: EL) looks appropriately priced, in our view. EL stock fell from $254 in early January to $237 now. The YTD -4% return for EL marks an underperformance with the bro...
-
Is Seagate Stock A Better Pick Over Its Industry Peer?
We believe that Western Digital stock (NYSE: WDC) is currently a better pick than its industry peer, Seagate stock (NYSE: STX), given its better growth prospects. Seagate is trading at 1.2x trailing revenues compared to 0.7x for Western Digi...
-
Are iPhone Component Stocks A Buy As Apple Plans Big New Unveils This Year?
Our Theme of Apple Component Supplier Stocks, which includes a diverse set of companies that supply components for Apple’s iconic iDevices, has fared relatively well this year rising by about 16%. While the theme had a difficult 2022, due to sup...
-
Is Dish Network Stock A Buy Despite Many Headwinds?
Dish Network stock (NASDAQ: DISH) has declined by almost 35% year-to-date, falling to near 14-year lows. The sell-off is driven by several factors. Firstly, the company faced a cybersecurity attack on February 23, which impacted its internal co...
-
Should You Buy FedEx Stock After Q3 Earnings Beat?
FedEx stock (NYSE: FDX) is up 13% in a week, compared to a 3% rise for the broader S&P500 index. After its recent surge, FDX stock looks appropriately priced, in our view. Due to a decline in delivery volumes, FedEx and other logistics comp...
